# Investment Advisor

**Company**: RBC Dominion Securities
**Location**: Vancouver, British Columbia
**Experience**: senior
**Job type**: full-time
**Category**: Finance
**Industry**: Finance

**Apply**: https://rbc.wd3.myworkdayjobs.com/en-US/RBCGLOBAL1/job/VANCOUVER-British-Columbia-Canada/Investment-Advisor_R-0000176460?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_c87aea17-ba4

## Description

As an Investment Advisor at RBC Dominion Securities, you will help clients reach their goals while achieving your own.

You will leverage RBC's extensive investment and wealth management resources to create customized portfolios and wealth plans for high-net-worth individuals, families, and business owners.

Key responsibilities include:

- Building and maintaining client relationships

- Creating personalized financial plans and investment strategies

- Establishing and maintaining reciprocal relationships with RBC partners

- Fostering trusted, long-term relationships with clients

Requirements:

- 4-6 years of outbound sales experience

- Completed Canadian Investment Regulatory Exam, CIRE, and Retail Securities Exam (RSE)

- Passion for financial planning and portfolio management

- Strong relationship-building skills

Nice to have:

- Experience in direct marketing or financial services

- Completed Certified Financial Planner (CFP), Chartered Investment Manager (CIM), or Chartered Financial Analyst (CFA)

Benefits include:

- Comprehensive Total Rewards package

- Base salary and unlimited earning potential through commission and fees

- Autonomy to build and run your own business

- Potential to qualify for the President's Club Program

- Flexible work arrangements and supportive culture

## Skills

### Required
- Client Counseling
- Critical Thinking
- Decision Making
- Interpersonal Relationship Management
- Investment Banking
- Investment Consulting
- Investment Management
- Private Banking

### Nice to have
- Certified Financial Planner (CFP)
- Chartered Investment Manager (CIM)
- Chartered Financial Analyst (CFA)

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Source: [Apply at rbc.wd3.myworkdayjobs.com](https://rbc.wd3.myworkdayjobs.com/en-US/RBCGLOBAL1/job/VANCOUVER-British-Columbia-Canada/Investment-Advisor_R-0000176460?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)